Advanced Research Techniques For Advisors

Sam Richter, chief marketing officer of ActiFi Inc., shares dozens of valuable research tips that advisors can use to strengthen client relationships and locate new prospects. Tips includ how to use Google search strings for more focused results and how to use free online databases to stay informed about clients and prospects.

A4A courses, accredited by the CFP Board, IWI, and NASBA, power a special brand of independent financial advice. We also leverage the Web to benefit consumers as well as fiduciaries enrolled in our classes.